Michael Velazquez, CFP®, CPA, PFS, MSP

Michael Velazquez

President, Wealth Manager

CA Insurance Lic. #0C78264

Phone: 818-550-8222 ext. 112
Fax: 818- 550-8333

MikeV@USWealthCA.com

About Michael Velazquez

Michael has over 30 years of experience in the financial industry, including over 25 years as a CPA. In 1992, Michael founded and ran his CPA practice, Velazquez & Associates, Inc. in Glendale, California. Becoming interested in financial services as an outgrowth of his CPA practice, Michael became accredited by the AICPA by earning the designation of a PFS (Personal Financial Specialist) in 2001, and later founded US Wealth of California, providing financial strategies and wealth management services to retirees, business owners and real estate investors. He actively maintains licenses in insurance (life & health), and investment registrations such as the Series 7 held with LPL Financial and the Series 66 held with both LPL Financial and U.S. Financial Advisors. Michael offers financial planning services through U.S. Financial Advisors, LLC, a Registered Investment Advisor.  

Going to College year-round, while working 20 hours a week, Michael graduated from the University of Miami Business School, (Coral Gables, FL) in 2 ½ years, in December 1975, with a degree in Business Management & Organization. He later conducted post-graduate studies in tax and accounting at Inter-American University. A partial list of past employers includes Arthur Andersen & Co., Chase Manhattan Bank, & MCA Inc. (formerly the parent company of Universal Studios and related companies)

Michael has received media training and has been nominated a CPA Ambassador by the AICPA, and the California Society of CPAs, appearing regularly on local radio (Bloomberg Radio and KWKW 1330) and television (local channels 2, 4, 7, 9, and 11) while being interviewed on tax and financial matters.

As a member of the AICPA, and the California Society of CPAs, Michael is passionate about financial education. He has served on the Financial Literacy Committee, speaking to other professionals, high school students, and parents. Michael has also served as an officer or board member of several non-profits. Michael a Co-founder of Baseball America Training Schools, attending and coaching international youth tournaments in the U.S., Japan & Brazil.

In his spare time, Michael loves to play golf and stay fit.

Michael is a registered representative with and securities offered through LPL Financial.